Interact to see
Advertisement
Advertisement
FOFZX vs FRMTX
FOFZX vs FRMTX Comparison
Open Charts FOFZX vs FRMTX
FOFZX vs FRMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOFZX vs. FRMTX commentary
Sep 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FOFZX is a Hold and FRMTX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX has more cash in the bank: 775M vs. FRMTX (650M). FOFZX pays higher dividends than FRMTX: FOFZX (3.74) vs FRMTX (2.83). FOFZX was incepted earlier than FRMTX: FOFZX (17 years) vs FRMTX (31 years). FRMTX (1.24) is less costly to investors than FOFZX (0.57). FOFZX is a more actively managed with annual turnover of: 16.43 vs. FRMTX (14.13). FRMTX has a lower initial minimum investment than FOFZX: FRMTX (1000) vs FOFZX (100000). FOFZX annual gain was more profitable for investors over the last year : 4.67 vs. FRMTX (3.73). FOFZX return over 5 years is better than : -2.45 vs. FRMTX (-5.28).
| FOFZX | FRMTX | FOFZX / FRMTX | |
| Total Expense Ratio | 0.57 | 1.24 | 46% |
| Annual Report Gross Expense Ratio | 0.57 | 1.24 | 46% |
| Fund Existence | 17 years | 31 years | - |
| Gain YTD | -0.121 | -0.397 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 650M | 119% |
| Annual Yield % from dividends | 3.74 | 2.83 | 132% |
| Returns for 1 year | 4.67 | 3.73 | 125% |
| Returns for 3 years | 10.51 | 8.15 | 129% |
| Returns for 5 years | -2.45 | -5.28 | 46% |
| Returns for 10 years | 0.70 | -2.13 | -33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers